Latest Insights & Updates

Find the latest investment insights, research & model portfolio updates, and SMSF trustee updates to prepare for a smarter financial future. Premium content is members-only, while free insights are for all site visitors.

Latest Corporate Actions Journal

Lonsec’s latest Corporate Actions Journal has been updated. It includes information and corporate action recommendations...

Sign up or login to read

Chart of the Week: Recessions typically follow fuel & food squeezes

We’ve all been affected by the higher cost of living squeeze from the recent decades-high level of inflation. Two ar...

Sign up or login to read

ETF Updates: MCSI, MICH, GGOV

MFG Core Infrastructure Fund (Managed Fund) Recommendation Change: — / ASX Code: MCSI Lonsec has maintained the Fund...

Sign up or login to read

Company Updates: ORG, PBH, ALX, MQG, RIO, PDN, FLT, EML

01/08/2022 Origin Energy Limited (ORG) released its 4Q22 results on Friday, with Australia Pacific LNG revenue lifting 6% ...

Sign up or login to read

Weekly Global Macro Summary

The following is a summary of the global macro narratives, data, and developments that matter to investors from the past w...

Sign up or login to read

Chart of the Week: Housing pointing to higher unemployment

Whilst the major macro issue of the recent past has been inflation, the subsequent raising of cash rates and tightening of...

Sign up or login to read

Company Updates: IAG, BKW, WDS, NCM, MP1, NST, JBH, BHP, SUN, WHC

25/07/2022 Insurance Australia Group Limited (IAG) released its preliminary FY22 results on Friday and FY23 guidance. IAG ...

Sign up or login to read

Weekly Global Macro Summary

The following is a summary of the global macro narratives, data, and developments that matter to investors from the past w...

Sign up or login to read

Chart of the Week: sectors follow the business cycle

For those that don’t think the business cycle affects the relative performance of stock market sectors, this week...

Sign up or login to read